See peer percentile detail. $4.99 for your first month.
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See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $253 |
CHARLES SCHWAB & CO., INC.4+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,641 | $51,197-59.7% | $82,719-75.0% | $66,914-69.2% |
| Participation rate | 34.1% | 67.8%-33.7pp | 72.6%-38.5pp | 69.8%-35.7pp |
| Annual return | -15.60% | -9.64%-6.0pp | 701.18%-716.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $636 | $2,611-75.6% | $3,009-78.9% | $2,544-75.0% |
| Participant deferral / active EE | $2,306 | $3,458-33.3% | $4,395-47.5% | $4,237-45.6% |
| Admin fee / account holder | $22 | $416-94.6% | $5,329-99.6% | $593-96.2% |